Filed January 12, 2024 (most recent of 14 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPS CO IN Service code 19 · EIN 04-2647786 | Securities Custodian | $586,806 |
STRATEGIC ADVISORS, INC.5+ years Filed as: STRATEGIC ADVISORS, INC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $361,634 |
Filed as: ABSOLUTE CAPITAL Service code 15 101 PENNSYLANIA BLVD · PITTSBURGH, PA 15228 | Recordkeeping | $133,091 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 15 · EIN 74-1625348 | Recordkeeping | $20,510 |
TIAA5+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 | Contract Administrator | $3,449 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,638 | $121,004-49.1% | $69,455-11.3% | $89,569-31.2% |
| Participation rate | 86.5% | 66.9%+19.6pp | 74.6%+11.9pp | 69.6%+16.9pp |
| Annual return | 23.71% | 20.21%+3.5pp | 28.97%-5.3pp | 34.56%-10.8pp |
| Employer contribution / active EE | $5,147 | $5,335-3.5% | $2,779+85.2% | $2,584+99.2% |
| Participant deferral / active EE | $4,023 | $4,335-7.2% | $3,535+13.8% | $4,220-4.7% |
| Admin fee / account holder | $61 | $32+92.8% | $3,839-98.4% | $72-14.2% |